See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: NYLIFE SECURITIES LLC Service code 53 · EIN 27-0145686 | Insurance Commissions | $290,276 |
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $69,360 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,231 | $36,978+89.9% | $155,790-54.9% | $59,188+18.7% |
| Participation rate | 99.5% | 62.7%+36.7pp | 76.1%+23.4pp | 69.4%+30.1pp |
| Annual return | 1.27% | 5.44%-4.2pp | 71.54%-70.3pp | 5.51%-4.2pp |
| Employer contribution / active EE | $2,061 | $1,222+68.7% | $3,836-46.3% | $2,098-1.8% |
| Participant deferral / active EE | $3,943 | $2,795+41.1% | $4,797-17.8% | $3,265+20.8% |
| Admin fee / account holder | $33 | $65-50.0% | $7,478-99.6% | $92-64.7% |